Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionCopeland Capital Management, LLC
Latest Disclosed Ownership467 shares
Latest Disclosed Value $ 643,988
Copeland Capital Management, LLC reports 55.48% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 6, 2026 - Copeland Capital Management, LLC filed a 13F-HR form disclosing ownership of 467 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $643,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,049 shares of Comfort Systems USA, Inc.. This represents a change in shares of -55.48% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F COMFORT SYS USA COM 199908104 467 -582 -55.48 644 -34.32 0.0060
2026-01-29 2025-12-31 13F COMFORT SYS USA COM 199908104 1,049 -430 -29.07 979 -19.75 0.0219
2025-10-17 2025-09-30 13F COMFORT SYS USA COM 199908104 1,479 -519 -25.98 1,220 13.91 0.0254
2025-07-21 2025-06-30 13F COMFORT SYS USA COM 199908104 1,998 1,191 147.58 1,071 311.92 0.0220
2025-04-24 2025-03-31 13F COMFORT SYS USA COM 199908104 807 807 260 0.0052
2022-01-18 2021-12-31 13F COMFORT SYSTEMS USA COM 199908104 0 -240 -100.00 0 -100.00
2022-01-18 2021-09-30 13F/A-1 COMFORT SYSTEMS USA COM 199908104 240 0 0.00 17 -10.53 0.0005
2022-01-18 2021-06-30 13F/A-1 COMFORT SYSTEMS USA COM 199908104 240 -135 -36.00 19 -32.14 0.0006
2022-01-18 2021-03-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 375 18 5.04 28 47.37 0.0009
2022-01-18 2020-12-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 357 7 2.00 19 5.56 0.0007
2022-01-18 2020-09-30 13F/A-1 COMFORT SYSTEMS USA COM 199908104 350 -127 -26.62 18 -5.26 0.0008
2022-01-18 2020-06-30 13F/A-1 COMFORT SYSTEMS USA COM 199908104 477 -440,518 -99.89 19 -99.88 0.0010
2022-01-18 2020-03-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 440,995 -6,862 -1.53 16,118 -27.81 0.9804
2020-04-29 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 414,773 -33,084 15,160 1.0218
2022-01-18 2019-12-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 447,857 14,443 3.33 22,326 16.46 0.9777
2020-02-03 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 439,878 9,843 21,928 1.0360
2022-01-18 2019-09-30 13F/A-1 COMFORT SYSTEMS USA COM 199908104 433,414 28,281 6.98 19,170 -7.20 0.9856
2019-11-06 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 430,035 24,902 19,020 0.9817
2022-01-18 2019-06-30 13F/A-1 COMFORT SYSTEMS USA COM 199908104 405,133 16,551 4.26 20,658 1.47 1.1479
2019-07-19 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 403,908 15,326 20,595 1.1475
2022-01-18 2019-03-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 388,582 21,711 5.92 20,358 27.04 1.2926
2019-04-24 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 335,608 22,014 17,582 1,213,306.4844
2022-01-18 2018-12-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 366,871 -33,725 -8.42 16,025 -29.07 1.1478
2019-01-28 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 313,594 -87,002 13,698 1.0618
2018-11-01 2018-09-30 13F COMFORT SYSTEMS USA COM 199908104 400,596 -71,304 -15.11 22,594 4.54 1.3670
2018-07-17 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 471,900 35,311 8.09 21,613 20.01 1.2660
2018-05-04 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 436,589 3,842 0.89 18,009 -4.66 1.1552
2018-01-30 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 432,747 -8,834 -2.00 18,889 19.82 1.1967
2017-10-27 2017-09-30 13F COMFORT SYSTEMS USA COM 199908104 441,581 9,952 2.31 15,764 -1.55 1.0698
2017-07-21 2017-06-30 13F COMFORT SYSTEMS USA COM 199908104 431,629 28,904 7.18 16,013 5.75 1.0466
2017-05-02 2017-03-31 13F COMFORT SYSTEMS USA COM 199908104 402,725 -100,075 -19.90 15,142 -9.56 1.0536
2017-02-01 2016-12-31 13F COMFORT SYSTEMS USA COM 199908104 502,800 21,734 4.52 16,743 18.74 1.0881
2016-11-02 2016-09-30 13F COMFORT SYSTEMS USA COM 199908104 481,066 146,841 43.93 14,100 29.52 0.9068
2016-08-05 2016-06-30 13F COMFORT SYSTEMS USA COM 199908104 334,225 334,225 10,886 0.7487
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.